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If You're a New Retiree Whose Income Has Dropped, You May Need to Appeal Medicare Premium Surcharges
The tax return that’s used to determine whether you pay extra for Medicare premiums may not accurately reflect your income when you retire.
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Who May Still Be Eligible for $1,400 Stimulus Checks With Their 2021 Tax Returns
Most of the third round of stimulus checks has been sent. But if you never received a payment or your circumstances have changed, you may be eligible for money.
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What to Do If Student Loans Actually Restart in May
Despite signs that the pause on student loans will be extended again, no announcement has been made. Experts say borrowers should be prepared to start paying.
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House Passes ‘Secure Act 2.0.' Here's What That Means for Retirement Savings
The House of Representatives has passed the Securing a Strong Retirement Act, or Secure Act 2.0. It’s good news for many retirement savers.
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FTC Sues TurboTax Owner Intuit for Advertising Tax Software as ‘Free'
The Federal Trade Commission claims Intuit uses “bait and switch” advertising that markets TurboTax as free but charges most users when they file their taxes.
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House of Representatives Set to Vote on Bill to Improve Retirement System. What to Know
The House of Representatives could vote on the Securing a Strong Retirement Act, or Secure Act 2.0, as early as Tuesday.
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Biden's 2023 Budget Includes $14.8 Billion for Social Security. Here's What Changes That Could Bring
President Joe Biden’s 2023 budget could help fund service improvements for Social Security. Some groups had hoped to see more in the president’s proposal.
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Obama's Former Education Secretary Is Calling on Biden to Cancel Student Debt
CNBC interviewed John King, who served as Education secretary in the Obama administration, about why he’s come to believe student loans must be forgiven.
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Almost 645,000 People Still Hadn't Gotten Their Third Stimulus Checks by Last Fall, Treasury Says
People who hadn’t gotten payments include parents with eligible dependents and people who received an unemployment tax break, according to a Treasury report.
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Higher-Education Expert Proposes New Way for Biden to Cancel Student Debt Without Congress
Higher-education expert Mark Kantrowitz argues federal student loans could be forgiven via regulatory changes set by the executive branch.
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What to Do When Your Monthly Social Security Check Isn't Enough
There are many resources to which retirees worried about meeting their bills amid inflation can turn. Here are some of them.
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How the Federal Reserve's Rate Hike Impacts Student Loan Borrowers
The Fed’s recent interest rate hike will likely cause private student loans to get pricier, and for some, now is a good time to think about refinancing.
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If You're Rejoining the Workforce After Retiring, Here's How to Handle Your Medicare Coverage
It might make sense to drop your Medicare coverage and pick it up again later, depending on the options at your new job.
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High Inflation Points to Bigger Social Security Cost-Of-Living Adjustment for 2023
Record high inflation could mean an even bigger boost for Social Security beneficiaries next year, according to one early estimate.
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Many Americans Are Eligible for More Generous Tax Credits This Year. They Will Have to File a Return in Order to Get the Money
Research finds free tax return filing programs may be the answer to ensuring those who are eligible receive the government money due them.
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3 Reasons Why the White House May Extend the Payment Pause for Student Loan Borrowers
Restarting payments for the millions of Americans with student loans after more than two years will be practically, and politically, complicated.
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More Than $1 Billion Could Be Forfeited in Health-Care Flexible Spending Accounts This Year
At companies that offer a 2.5-month grace period to spend the previous year’s unused funds, the deadline is March 15.
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How to Tackle Medical Bills Before the Debt Becomes a Long-Lasting Financial Problem
If you ignore medical bills, it can evolve into unpaid debt that ends up with a collection agency and on your credit report for up to seven years.
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Biden Makes No Mention of Student Loan Forgiveness in State of the Union Address
In Biden’s address to the nation, he made no mention of student loan forgiveness. Advocates and borrowers worry the issue is being tabled.
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Americans Are Eager for More Monthly Child Tax Credit Checks. Future Payments Could Come With Work Requirements
Millions of parents would love to see more monthly child tax credit checks. But getting lawmakers to renew those payments under the same terms may be difficult.